Smithline PC - What We Do

OVERVIEW: For each of our areas of focus, we provide forms, checklists and other practical tools customized for each client’s specific needs.  We also provide a series of training programs targeted directly at the issues our clients face in their day-to-day negotiations.

TOOLS:

From forms, checklists and term sheets to deal intake and other process forms, we have an extensive library of resources available for clients.  Example tools include:

  • Deal Checklists and Term Sheets
  • NDA Review Checklist
  • Open Source License Matrix
  • Open Source Use Policies and Briefer Series
  • Contract Process Flow Charts

TRAINING:

In-House Intensives: Our “In-House Intensive” training sessions arm our clients with practical guidance for use in their day-to-day negotiations.  Each session starts with a real-world scenario, such as a request for a certain set of indemnities in a SaaS agreement.  From there we explore the underlying law, provide specific drafting and negotiation tips and close with a group discussion of alternative approaches and solutions.

  • Topics for the one-hour sessions include indemnity, warranty, limitation of liability and division of IP ownership.
  • The training is geared towards in-house legal, finance and deal teams, but all client staff are welcome.
  • Sessions are held in San Francisco or on-site at our client’s offices.

Client-Specific Programs: We also offer training programs to address specific client needs and requests.  Examples of client-specific programs we have provided include:

  • Using Material You Find on the Internet – Copyright Basics
  • Navigating Through Tricky Issues with Procurement
  • NDA Review for Non-Lawyers

“We have great trust and respect for their work. Their turnaround times and availability are awesome. Most importantly, they really understand our SaaS business.”

– Joe Whitty, VP Finance, Moovweb

“We can count on Smithline PC for insightful feedback, judgment and guidance for any deal. They have become trusted business partners for Adobe’s growing business.”

– Joe Ramirez, VP Licensing & AGC, Adobe Systems

“Our ace in the hole for the business' most critical transactions. ”

– Joe Berkowitz, Deputy GC and Global Head of Partnerships, Xero

“Pragmatic advisers on the leading edge of licensing, software and technology.”

– Keenan Conder, General Counsel, Tableau Software

“Their knowledge of the law and complex IP negotiations is stunning and their turn-around times are impressively fast.”

– Steve Woolven, President of Applanix (Trimble)

What's New

Emily Guttenberg Joins Smithline PC as an Associate

We are pleased to announce that Emily Guttenberg has joined the firm as an Associate. Emily joins us from Morrison & Foerster. Emily has a BA from UCLA and a JD from UC Berkeley School of Law. For more information about Emily, please see her bio here.... MORE +

“GDPR Primer for SaaS Companies” at Smithline Training

What should a U.S.-based Software as a Service (SaaS) company know about the E.U. General Data Protection Regulation (GDPR)? Guest instructor Mark Webber provides a general overview of the GDPR, explains how it reaches U.S.-based companies, reviews its key principles and previews common compliance questions SaaS vendors should expect from their E.U.-based customers. Check out […]... MORE +

SF Bar Fixed-Fee Billing Program Now Online

Alternative fee arrangements are all the buzz, but very few firms have taken the plunge to drop the billable hour entirely in their engagements with demanding corporate clients. In this OnDemand program from the San Francisco Bar Association, Todd Smithline of Smithline PC and Ryan Tyz of Tyz Law Group cover both the practical and […]... MORE +